After completing his degree at the University of Bedfordshire, Sam took the opportunity to move closer to home and joined the firm in 2014 in an administrative function.
Sam mostly works in support of our Paraplanning team, gathering all of the information that is required for existing client reviews or when new clients come on board. Increasingly he is also taking on some of the processing and analysis that the Paraplanners do, while he prepares to take his Diploma in Financial Planning. Sam also takes charge of the frequent office sweepstakes and acts as photographer at office events.
Outside of work Sam plays football in a team in the Sevenoaks & District league and spends time with his large family. The best book he has recently read is Ready Player One by Ernest Cline.
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